Financial Advisor Assistant - (Racine, WI)

Foremost responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This job necessitates a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. Essential responsibilities Understanding of and expertise to articulate full scope of JFG products and services. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor. Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems. Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.